Our People

3.2 The people behind our trusts

I invest in all of our investment trusts. Trust managers can really take long-term views without lots of money moving in and out that may force them to make a decision. That can really make a difference over 20 or 30 years.

Simon Crinage, Head of Investment Trusts, J.P. Morgan Asset Management

It’s down to experience. Our investment trusts are managed by experts who have built up vast knowledge. Our team make day-to-day decisions about when to buy and sell investments – as well as ensuring the trust’s strategy is on track.

Our experts have many years’ investment trust experience between them and we have a large team dedicated to investment trusts. 

Simon Crinage, Head of J.P. Morgan Investment Trusts, has been in the industry for 33 years. He particularly likes investment trusts for their ability to make long-term decisions without being buffeted by passing market pressures.

Our client directors work across our investment trust portfolio, ensuring the best possible relationship with the independent board of each trust. Every trust has at least one investment manager who decides what to buy and sell.

Each of our trusts has a different focus; some aim to provide income, others to provide growth and some are focused on particular areas of the globe or types of company.

Because the trusts are different, each investment manager has a different area of expertise. All, however, are focused on creating the best possible portfolio to meet the mandate of the trust they run, and getting the best performance for all investors.

Investment trusts are all about the long term. Our experts stay with us. Managers such as Austin Forey and Ayaz Ebrahim have decades of experience in the industry.

As well as our managers, we employ investment specialists to work across our trusts. These include Emily Whiting, who specialises in emerging markets. These specialists, or client portfolio managers, add a further level of expertise.

All these checks and balances are there for one reason: to help performance and returns.

Role of the Board Previous Chapter 3.1 3.1
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Explore our trusts Next Chapter 4.0 4.0

Please read this important information

This is a marketing communication and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not reliable indicators of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

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